Daniel Cocco

Partner

How I can help you

Dan works to identify financial solutions that help his clients achieve their short-, medium- and long-term objectives. He is committed to delivering exceptional service, whether it’s helping clients who are investing for the first time, preparing for retirement, protecting assets, or providing employee group benefits for small businesses. He works to make sure all clients have the education, advice and, options they need to make informed decisions regarding their future. Dan

What makes me knowledgeable

Prior to joining the team, Dan advised global Fortune 500 companies as a consultant with PricewaterhouseCoopers and Ernst & Young, focusing on the banking, insurance, automotive, and technology sectors. Previously, he worked in higher education to advance academic programing and student scholarship. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating knowledge, expertise and commitment working with retirement plans, along with Series 7 and 66 licenses, as well as various state Life and Health Insurance licenses.

Getting to know me

Dan grew up in Nutley NJ and currently lives in Montclair with his fiancee Rebecca. He is active with the Northern New Jersey chapter of the Penn State Alumni Association and volunteers to support local nonprofits, including Nutley Family Service Bureau. Dan is a PSU Football fan who enjoys cooking, great music, and exploring new restaurants in the city.

 

 

 

 

 

 

 

 

 

 

 

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners Office Locations

Nutley, NJ

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 973-667-8650
Fax 973-667-8436